Relationship Banker I

POSITION:                            Relationship Banker I  

PAY GRADE:                         7

DEPARTMENT:                    Retail

SUPERVISOR:                       Branch Manager & Area Manager  


JOB FUNCTION: Deliver superior customer service to new and existing clients in a professional and informative manner. Solicit new business and maintain long – lasting, meaningful relationships with customers, resolving customer issues, engaging them to understand their financial needs and providing thoughtful solutions that make a real difference in making their lives more convenient.



Provide outstanding branch customer service by:

  • Providing error resolution and prompt efficient customer service.
  • Soliciting and cross selling bank products and services.
  • Opening, servicing and closing all types of personal or commercial accounts.
  • Opening and servicing IRA accounts.
  • Completing and processing applications, as well as, closing loans in the branch.
  • Provide and perform Teller duties in an accurate and efficient manner.
  • Assist as necessary with daily ATM and vault duties and responsibilities.
  • Applying established procedures and policy.


  • Lead and participate in branch cross-training as necessary and appropriate with job knowledge.
  • Assist in overall supervision of the branch as necessary and delegated by the branch manager.
  • Encourage and contribute to a team atmosphere; assist other staff members in their daily activities.
  • Treat people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.


  • High School diploma or general education degree; or three months related experience and/or training.
  • Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
  • Intermediate personal computer skills, including electronic mail, routine database activity, word processing, spreadsheets, and graphics.
  • Handle multiple tasks simultaneously.


PHYSICAL DEMANDS: The physical demands described below must be met by an employee to successfully perform the essential functions of this job.

  • Required to sit and stand for prolonged periods of time.
  • Dexterity is mandatory for frequent use of hands and fingers.
  • Required to walk, reach, push, occasionally climb or balance, stoop, kneel or crouch.
  • Required to talk, hear, see, read and write.
  • Required to have close vision and distant vision, depth perception and ability to adjust focus.